+651.5%
ADI vs NRG
+1,083.9%
-432.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.4% |
| 7D | +4.6% | -4.7% | +9.2% | +5.9% |
| 30D | -1.2% | -6.0% | +4.8% | +0.3% |
| 3M | -7.8% | -8.0% | +0.1% | -6.8% |
| 6M | +19.3% | -23.2% | +42.5% | +25.6% |
| YTD | +40.9% | -28.1% | +69.0% | +50.2% |
| 1Y | +54.5% | -27.3% | +81.8% | +63.4% |
| 3Y | +123.4% | +208.7% | -85.2% | +49.4% |
| 5Y | +142.3% | +197.7% | -55.3% | +60.8% |
| All | +651.5% | +1,083.9% | -432.4% | +317.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling